UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$11.8B

Holdings

1,052

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,052 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	VOOVANGUARD S&P 500 ETF	1,656,638	$892.6B	7535.22%
2	IVVISHARES CORE S&P 500 ETF	970,299	$571.2B	4821.89%
3	BSVVANGUARD SHORT-TERM BOND ETF	5,164,091	$399.0B	3368.51%
4	AAPLAPPLE INC.	1,447,800	$362.6B	3060.63%	Put
5	AQLTISHARES CORE MSCI EAFE ETF	4,357,174	$306.2B	2585.05%
6	MSFTMICROSOFT CORPORATION	624,434	$263.2B	2221.86%	Put
7	IUSBISHARES CORE TOTAL USD BOND MARKET ETF	5,178,060	$234.0B	1975.78%
8	VTVVANGUARD VALUE ETF	1,360,302	$230.3B	1944.13%
9	VUGVANGUARD GROWTH ETF	522,062	$214.3B	1808.86%
10	NVDANVIDIA CORPORATION	1,526,882	$205.0B	1730.94%
11	BIVVANGUARD INTERMEDIATE-TERM BOND ETF	2,666,492	$199.3B	1682.16%
12	AQLTISHARES U.S. TREASURY BOND ETF	7,862,876	$180.7B	1525.33%
13	HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF	4,277,593	$148.6B	1254.84%
14	MBBISHARES MBS ETF	1,488,518	$136.5B	1152.02%
15	IVWISHARES S&P 500 GROWTH ETF	1,269,567	$128.9B	1088.13%
16	IJRISHARES CORE S&P SMALL CAP ETF	1,108,429	$127.7B	1078.12%
17	GOOGLALPHABET INC. CLASS A	667,333	$126.3B	1066.41%
18	IEMGISHARES CORE MSCI EMERGING MARKETS ETF	2,387,221	$124.7B	1052.35%
19	AMZNAMAZON.COM, INC.	546,334	$119.9B	1011.83%
20	SHMSPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF	2,455,065	$116.3B	982.16%
21	JNKSPDR BLOOMBERG HIGH YIELD BOND ETF	1,176,667	$112.3B	948.32%
22	DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ETF	2,649,270	$109.7B	925.89%
23	IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF	2,042,649	$105.2B	888.21%
24	BRK/BBERKSHIRE HATHAWAY INC. CLASS B	231,906	$105.1B	887.38%	Put
25	GOOGALPHABET INC. CLASS C	526,239	$100.2B	846.01%
26	QUALISHARES MSCI USA QUALITY FACTOR ETF	557,580	$99.3B	838.21%
27	DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	1,816,573	$93.1B	785.92%
28	VVISA INC. CLASS A	291,518	$92.1B	777.75%
29	JPMJPMORGAN CHASE & CO.	377,712	$90.5B	764.33%
30	METAMETA PLATFORMS INC CLASS A	150,496	$88.1B	743.86%
31	COSTCOSTCO WHOLESALE CORPORATION	91,345	$83.7B	706.55%
32	VBRVANGUARD SMALL CAP VALUE ETF	421,473	$83.5B	705.12%
33	VNQVANGUARD REAL ESTATE ETF	894,569	$79.7B	672.71%
34	EFGISHARES MSCI EAFE GROWTH ETF	799,537	$77.4B	653.55%
35	EFVISHARES MSCI EAFE VALUE ETF	1,465,718	$76.9B	649.22%
36	HDHOME DEPOT, INC.	189,067	$73.5B	620.85%
37	AGGISHARES CORE U.S. AGGREGATE BOND ETF	726,908	$70.4B	594.62%
38	IVEISHARES S&P 500 VALUE ETF	357,398	$68.2B	575.90%
39	ACNACCENTURE PLC CLASS A	193,536	$68.1B	574.75%
40	MUBISHARES NATIONAL MUNI BOND ETF	597,477	$63.7B	537.41%
41	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	2,232,323	$62.2B	525.20%
42	SPYSPDR S&P 500 ETF TRUST	103,151	$60.5B	510.34%	Put
43	SBUXSTARBUCKS CORPORATION	622,473	$56.8B	479.50%
44	AVGOBROADCOM INC.	243,434	$56.4B	476.43%
45	ORCLORACLE CORPORATION	336,773	$56.1B	473.75%
46	IYWISHARES U.S. TECHNOLOGY ETF	349,564	$55.8B	470.73%
47	DISWALT DISNEY COMPANY	492,256	$54.8B	462.72%
48	VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF	1,356,646	$53.7B	453.06%
49	QCOMQUALCOMM INCORPORATED	336,382	$51.7B	436.23%
50	JPSTJPMORGAN ULTRA-SHORT INCOME ETF	1,025,458	$51.7B	436.04%
51	SPGIS&P GLOBAL, INC.	102,825	$51.2B	432.30%
52	ADBEADOBE INC.	111,788	$49.7B	419.64%
53	SCHVSCHWAB U.S. LARGE-CAP VALUE ETF	1,899,117	$49.5B	417.95%
54	PEPPEPSICO, INC.	323,642	$49.2B	415.44%
55	SCHXSCHWAB U.S. LARGE-CAP ETF	2,110,459	$48.9B	412.97%
56	SCHFSCHWAB INTERNATIONAL EQUITY ETF	2,630,601	$48.7B	410.83%
57	PGPROCTER & GAMBLE COMPANY	280,097	$47.0B	396.41%
58	CSCOCISCO SYSTEMS, INC.	778,861	$46.1B	389.24%
59	WMTWALMART INC.	508,086	$45.9B	387.52%
60	VBKVANGUARD SMALL-CAP GROWTH ETF	159,702	$44.7B	377.57%
61	BINCISHARES FLEXIBLE INCOME ACTIVE ETF	826,154	$43.0B	362.80%
62	JNJJOHNSON & JOHNSON	291,841	$42.2B	356.29%
63	ISRGINTUITIVE SURGICAL, INC.	79,695	$41.6B	351.16%
64	RTXRTX CORPORATION	354,230	$41.0B	346.04%
65	MAMASTERCARD INCORPORATED CLASS A	76,879	$40.5B	341.74%
66	VTIVANGUARD TOTAL STOCK MARKET ETF	132,931	$38.5B	325.22%
67	LOWLOWE'S COMPANIES, INC.	155,596	$38.4B	324.17%
68	EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF	684,197	$37.9B	320.27%
69	KKRKKR & CO INC	255,955	$37.9B	319.59%
70	UNHUNITEDHEALTH GROUP INCORPORATED	73,746	$37.3B	314.92%
71	MDTMEDTRONIC PLC	464,436	$37.1B	313.18%
72	CRMSALESFORCE, INC.	110,101	$36.8B	310.74%
73	CVXCHEVRON CORPORATION	249,517	$36.1B	305.08%
74	ABBVABBVIE, INC.	198,582	$35.3B	297.89%
75	LLYELI LILLY AND COMPANY	45,225	$34.9B	294.74%	Put
76	TSLATESLA, INC.	86,136	$34.8B	293.65%
77	ULUNILEVER PLC SPONSORED ADR	599,334	$34.0B	286.87%
78	IWFISHARES RUSSELL 1000 GROWTH ETF	83,852	$33.7B	284.26%
79	HYMBSPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF	1,311,377	$33.5B	283.18%
80	IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	641,149	$33.1B	279.82%
81	IJHISHARES CORE S&P MID-CAP ETF	511,638	$31.9B	269.12%
82	SDYSPDR S&P DIVIDEND ETF	236,683	$31.3B	263.94%
83	NVONOVO NORDISK A/S SPONSORED ADR CLASS B	360,205	$31.0B	261.57%
84	SHYISHARES 1-3 YEAR TREASURY BOND ETF	361,117	$29.6B	249.91%
85	AXPAMERICAN EXPRESS COMPANY	99,209	$29.4B	248.56%
86	INTUINTUIT INC.	45,835	$28.8B	243.19%
87	SGOVISHARES 0-3 MONTH TREASURY BOND ETF	285,149	$28.6B	241.49%
88	MTUMISHARES MSCI USA MOMENTUM FACTOR ETF	136,492	$28.2B	238.42%
89	ARESARES MANAGEMENT CORPORATION	157,316	$27.8B	235.10%
90	XOMEXXON MOBIL CORPORATION	258,804	$27.8B	235.01%
91	VBVANGUARD SMALL-CAP ETF	113,037	$27.2B	229.28%
92	TLTISHARES 20 YEAR TREASURY BOND ETF	310,696	$27.1B	229.05%
93	TMUST-MOBILE US, INC.	120,403	$26.6B	224.35%
94	ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	202,999	$26.1B	220.41%
95	CPRTCOPART, INC.	443,404	$25.4B	214.82%
96	GDGENERAL DYNAMICS CORPORATION	96,221	$25.4B	214.03%
97	NDQINVESCO QQQ TRUST SERIES I	46,844	$23.9B	202.16%
98	ABTABBOTT LABORATORIES	210,564	$23.8B	201.06%
99	DHRDANAHER CORPORATION	103,385	$23.7B	200.34%
100	DEDEERE & COMPANY	55,827	$23.7B	199.68%

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